Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.90%
3 year
10.60%
5 year
10.12%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
13.08%
Sharpe
0.96
Sortino
1.66
Max drawdown
-27.78%
Best month
12.86%
Worst month
-18.13%
Beta vs VTSAX
0.84
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.